Implementing Digital Platform

In Wealth Management
 Scope Of
Digital Wealth
Management

Standardization and personalization of

advice
Redefining the nature of advice
Multi channel delivery
New service model
Upend their current technology
systems
 Millennials
In The Digital Age

Hyper connected
Social investing
Diversified investment markets
Faster, detailed, two-way
information
Familiarity of communication
 Critical Role Of
A Wealth Manager

Differentiators:
Strong wealth planning tools
Focus on behavior based segmentation
Holistic and integrated approach to
planning
Tracking and reporting against client
goals
Use of multi channels
Goal based performance measurement
Improving service delivery
Enablers:
Effective use of technology
Cross enterprise multi solution
Adapt Technology That Taps With Advanced APIs

Using Rules engine in pre and post trade risk management;

Compliance reporting and customer preference notifications & alerts
Using Analytics for end user reporting
360 degree consolidated customer view of portfolio
Omni-channel view / Multi channel customer on-boarding
 Key Success
Factors

Investment in digital
experience
Mindset change in
Investing in right
infrastructure
 Adoption Of
Wealth
Management

Ingrain digital throughout

client experience
Xxxxxx
Xxxxxxxx
xxxxxxx
Timelines and Timeframes
Whats next in wealth
management
Standardization and
Personalization
Channel delivery
Robo Advisory
Cognitive analytics
Rebuild technology platforms
Case study Kotak Bank
Contact us

www.milessoft.com

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Miles Software Solutions Pvt. Ltd. Miles Software Solutions FZ-LLC Miles Software Solutions Inc. Funds-Axis Limited
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